Allegro Microsystems, Inc.
ALGM- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0000866291
近 90 天，Allegro Microsystems, Inc. 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 375 家機構在 13F 申報持有，市值合計 $102.3 億；大師中只有Maverick 資本持有。
2025 年第 3 季 13F 持有人
Allegro Microsystems, Inc. 在 2025/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 296
- 較 2025 年第 2 季 +25 家
- 持有股數
- 1.36 億
- 較 2025 年第 2 季 −871.2 萬 (−6.0%)
- 總市值
- $39.7 億
- 較 2025 年第 2 季 −$9.75 億 (−19.7%)
- 新進機構
- 66
- 另有 79 家加碼
- 清倉機構
- 41
- 另有 108 家減碼
另有 3 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 ALGM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 375 | $102.3 億 |
| 2026 年第 1 季 | 322 | $43.2 億 |
| 2025 年第 4 季 | 294 | $36.0 億 |
| 2025 年第 3 季 | 296 | $39.7 億 |
| 2025 年第 2 季 | 274 | $49.9 億 |
| 2025 年第 1 季 | 292 | $39.6 億 |
| 2024 年第 4 季 | 256 | $31.1 億 |
| 2024 年第 3 季 | 248 | $33.2 億 |
| 2024 年第 2 季 | 268 | $30.3 億 |
| 2024 年第 1 季 | 277 | $28.0 億 |
| 2023 年第 4 季 | 288 | $29.1 億 |
| 2023 年第 3 季 | 312 | $29.9 億 |
| 2023 年第 2 季 | 353 | $44.1 億 |
| 2023 年第 1 季 | 314 | $46.7 億 |
| 2022 年第 4 季 | 219 | $28.9 億 |
| 2022 年第 3 季 | 170 | $19.7 億 |
| 2022 年第 2 季 | 172 | $18.3 億 |
| 2022 年第 1 季 | 173 | $25.4 億 |
| 2021 年第 4 季 | 165 | $31.8 億 |
| 2021 年第 3 季 | 153 | $27.1 億 |
| 2021 年第 2 季 | 129 | $22.2 億 |
| 2021 年第 1 季 | 123 | $19.8 億 |
2025 年第 3 季持有機構
每家機構持有 Allegro Microsystems, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 9,285 | $27.1 萬 | 0.01% | −590−6.0% | 減碼 |
| Mackenzie Financial Corp | 9,685 | $28.3 萬 | 0.00% | +9,685 | 新進 |
| Amundi | 10,042 | $28.3 萬 | 0.00% | +31+0.3% | 加碼 |
| Inceptionr LLC | 9,882 | $28.9 萬 | 0.07% | +9,882 | 新進 |
| Stifel Financial Corp | 9,988 | $29.2 萬 | 0.00% | +9,988 | 新進 |
| CI Private Wealth, LLC | 10,034 | $29.3 萬 | 0.00% | −7,205−41.8% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 10,049 | $29.3 萬 | 0.05% | +10,049 | 新進 |
| Diversified Trust Co | 10,107 | $29.5 萬 | 0.01% | +10,107 | 新進 |
| American Century Companies Inc | 10,274 | $30.0 萬 | 0.00% | +955+10.2% | 加碼 |
| Commerce Bank | 10,365 | $30.3 萬 | 0.00% | −565−5.2% | 減碼 |
| Virtu Financial LLC | 10,393 | $30.3 萬 | 0.02% | +10,393 | 新進 |
| Two Sigma Advisers, LP | 10,800 | $31.5 萬 | 0.00% | +10,800 | 新進 |
| Federated Hermes, Inc. | 11,075 | $32.3 萬 | 0.00% | −1,129−9.3% | 減碼 |
| Yorktown Management & Research Co Inc | 11,300 | $33.0 萬 | 0.26% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 11,407 | $33.3 萬 | 0.00% | +11,407 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,504 | $33.6 萬 | 0.00% | −2,838−19.8% | 減碼 |
| Bayforest Capital Ltd | 11,808 | $34.5 萬 | 0.16% | −7,192−37.9% | 減碼 |
| Brevan Howard Capital Management LP | 11,822 | $34.5 萬 | 0.00% | +11,822 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 12,392 | $36.2 萬 | 0.00% | −14,491−53.9% | 減碼 |
| Prudential Financial Inc | 12,845 | $37.5 萬 | 0.00% | −2,839−18.1% | 減碼 |
| Banque Pictet & Cie SA | 13,303 | $38.8 萬 | 0.00% | −86−0.6% | 減碼 |
| Bank of Montreal | 13,305 | $38.9 萬 | 0.00% | −1,706−11.4% | 減碼 |
| State of Alaska, Department of Revenue | 13,481 | $39.3 萬 | 0.00% | −1,191−8.1% | 減碼 |
| JustInvest LLC | 13,849 | $40.4 萬 | 0.00% | −374−2.6% | 減碼 |
| Voleon Capital Management LP | 14,099 | $41.2 萬 | 0.01% | +14,099 | 新進 |
| Vident Advisory, LLC | 14,269 | $41.7 萬 | 0.00% | +2,446+20.7% | 加碼 |
| Keybank National Association | 14,418 | $42.1 萬 | 0.00% | −4,997−25.7% | 減碼 |
| Russell Investments Group, Ltd. | 14,496 | $42.3 萬 | 0.00% | +2,853+24.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 14,713 | $43.0 萬 | 0.00% | +381+2.7% | 加碼 |
| Point72 (DIFC) Ltd | 14,812 | $43.3 萬 | 0.03% | +14,812 | 新進 |
| Cetera Investment Advisers | 14,976 | $43.7 萬 | 0.00% | +14,976 | 新進 |
| Deutsche Bank AG | 14,993 | $43.8 萬 | 0.00% | +1,087+7.8% | 加碼 |
| Xponance, Inc. | 15,014 | $43.8 萬 | 0.00% | −2,165−12.6% | 減碼 |
| Pathstone Holdings, LLC | 15,446 | $45.1 萬 | 0.00% | −4,679−23.2% | 減碼 |
| State of Wyoming | 16,009 | $46.7 萬 | 0.05% | +12,943+422.1% | 加碼 |
| Pacer Advisors, Inc. | 16,310 | $47.6 萬 | 0.00% | +16,310 | 新進 |
| Graham Capital Management, L.P. | 16,336 | $47.7 萬 | 0.02% | +10,289+170.2% | 加碼 |
| ProShare Advisors LLC | 16,704 | $48.8 萬 | 0.00% | −4,668−21.8% | 減碼 |
| CWM, LLC | 17,046 | $49.8 萬 | 0.00% | +13,369+363.6% | 加碼 |
| Virginia Retirement Systems Et Al | 17,269 | $50.4 萬 | 0.00% | +3,200+22.7% | 加碼 |
| Pictet Asset Management Holding SA | 17,400 | $50.8 萬 | 0.00% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 17,717 | $51.7 萬 | 0.01% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 17,724 | $51.8 萬 | 0.00% | +17,724 | 新進 |
| Victory Capital Management Inc | 18,692 | $54.6 萬 | 0.00% | −3,743−16.7% | 減碼 |
| Quantessence Capital LLC | 19,463 | $56.8 萬 | 0.18% | +19,463 | 新進 |
| Ethic Inc. | 19,600 | $57.2 萬 | 0.01% | −4,158−17.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 20,222 | $59.0 萬 | 0.01% | +20,222 | 新進 |
| Guggenheim Capital LLC | 20,234 | $59.1 萬 | 0.00% | +1,533+8.2% | 加碼 |
| Advisors Asset Management, Inc. | 22,499 | $65.7 萬 | 0.01% | +466+2.1% | 加碼 |
| Creative Planning | 22,677 | $66.2 萬 | 0.00% | +4,085+22.0% | 加碼 |
| Prelude Capital Management, LLC | 22,728 | $66.4 萬 | 0.05% | +22,728 | 新進 |
| Sherbrooke Park Advisers LLC | 22,778 | $66.5 萬 | 0.31% | +22,778 | 新進 |
| Ameritas Investment Partners, Inc. | 23,240 | $67.9 萬 | 0.02% | −2,142−8.4% | 減碼 |
| Ensign Peak Advisors, Inc | 23,466 | $68.5 萬 | 0.00% | 00.0% | 不變 |
| Synovus Financial Corp | 23,670 | $69.1 萬 | 0.01% | −77−0.3% | 減碼 |
| Teacher Retirement System of Texas | 24,106 | $70.4 萬 | 0.00% | +4,533+23.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 24,937 | $72.8 萬 | 0.01% | −1,800−6.7% | 減碼 |
| Prentiss Smith & Co Inc | 25,060 | $73.2 萬 | 0.41% | +25,060 | 新進 |
| SG Americas Securities, LLC | 26,123 | $76.3 萬 | 0.00% | +7,469+40.0% | 加碼 |
| Parallax Volatility Advisers, L.P. | 26,298 | $76.8 萬 | 0.02% | +26,298 | 新進 |
| New Mexico Educational Retirement Board | 27,081 | $79.1 萬 | 0.02% | −4,800−15.1% | 減碼 |
| KLP Kapitalforvaltning AS | 27,500 | $80.3 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 27,634 | $80.7 萬 | 0.01% | −1,554−5.3% | 減碼 |
| Lisanti Capital Growth, LLC | 27,940 | $81.6 萬 | 0.20% | −82,035−74.6% | 減碼 |
| Thrivent Financial for Lutherans | 28,483 | $83.2 萬 | 0.00% | −2,298−7.5% | 減碼 |
| Alps Advisors Inc | 28,983 | $84.6 萬 | 0.00% | +845+3.0% | 加碼 |
| Verition Fund Management LLC | 29,024 | $84.8 萬 | 0.00% | −29,762−50.6% | 減碼 |
| State of Michigan Retirement System | 29,500 | $86.1 萬 | 0.00% | −1,900−6.1% | 減碼 |
| Walleye Trading LLC | 29,925 | $87.4 萬 | 0.01% | +29,925 | 新進 |
| Lazard Asset Management LLC | 31,652 | $92.4 萬 | 0.00% | −146,170−82.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 31,652 | $92.4 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,818 | $92.9 萬 | 0.00% | −1,770−5.3% | 減碼 |
| Magnetar Financial LLC | 31,907 | $93.2 萬 | 0.01% | +31,907 | 新進 |
| Comerica Bank | 31,947 | $93.3 萬 | 0.00% | −47,043−59.6% | 減碼 |
| LMR Partners LLP | 32,000 | $93.4 萬 | 0.01% | +32,000 | 新進 |
| New York State Teachers Retirement System | 32,300 | $94.3 萬 | 0.00% | −1,300−3.9% | 減碼 |
| Louisiana State Employees Retirement System | 34,500 | $100.7 萬 | 0.02% | −2,300−6.3% | 減碼 |
| Envestnet Asset Management Inc | 37,383 | $109.2 萬 | 0.00% | −15,273−29.0% | 減碼 |
| LPL Financial LLC | 37,510 | $109.5 萬 | 0.00% | +1,415+3.9% | 加碼 |
| Arizona State Retirement System | 38,293 | $111.8 萬 | 0.01% | +685+1.8% | 加碼 |
| Moody National Bank Trust Division | 38,467 | $112.3 萬 | 0.09% | 00.0% | 不變 |
| Axq Capital, LP | 38,656 | $112.9 萬 | 0.43% | +38,656 | 新進 |
| Yousif Capital Management, LLC | 38,749 | $113.1 萬 | 0.01% | −4,902−11.2% | 減碼 |
| Public Employees Retirement System of Ohio | 39,247 | $114.6 萬 | 0.00% | +291+0.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 39,633 | $115.7 萬 | 0.01% | 00.0% | 不變 |
| Needham Investment Management LLC | 40,000 | $116.8 萬 | 0.08% | −10,000−20.0% | 減碼 |
| Handelsbanken Fonder AB | 40,000 | $116.8 萬 | 0.00% | +6,000+17.6% | 加碼 |
| Sphera Management Technology Funds Ltd | 40,000 | $116.8 萬 | 0.59% | +40,000 | 新進 |
| Massachusetts Financial Services Co | 40,390 | $117.9 萬 | 0.00% | −472,655−92.1% | 減碼 |
| Ecofi Investissements SA | 41,200 | $120.3 萬 | 1.44% | +14,100+52.0% | 加碼 |
| Natixis Advisors, L.P. | 41,687 | $121.7 萬 | 0.00% | −1,043−2.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,732 | $124.8 萬 | 0.00% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 47,590 | $139.0 萬 | 0.22% | +47,590 | 新進 |
| Acadian Asset Management LLC | 48,240 | $140.4 萬 | 0.00% | +48,240 | 新進 |
| XTX Topco Ltd | 50,358 | $147.0 萬 | 0.08% | +40,907+432.8% | 加碼 |
| New York State Common Retirement Fund | 50,938 | $148.7 萬 | 0.00% | −3,200−5.9% | 減碼 |
| Occudo Quantitative Strategies LP | 53,934 | $157.5 萬 | 0.19% | +34,181+173.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 54,082 | $157.9 萬 | 0.01% | +8,200+17.9% | 加碼 |
| Treasurer of the State of North Carolina | 55,337 | $161.6 萬 | 0.00% | −2,149−3.7% | 減碼 |
| Kennedy Capital Management, Inc. | 56,613 | $165.3 萬 | 0.04% | −16,782−22.9% | 減碼 |